Institutional Ownership First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,084
shares
|
$547,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,060
shares
|
$546,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$543,530
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,000
shares
|
$543,530
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
12,758
shares
|
$533,411
0.06% of portfolio
|
Q4 2024
Reduced 19.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
12,555
shares
|
$524,924
0.02% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,808
shares
|
$493,692
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
10,970
shares
|
$458,655
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,797
shares
|
$451,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,381
shares
|
$434,029
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
10,368
shares
|
$433,486
0.19% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$423,326
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$418,100
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,520
shares
|
$398,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,340
shares
|
$390,505
0.15% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,185
shares
|
$384,024
0.03% of portfolio
|
Q4 2024
Reduced 27.11%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
8,638
shares
|
$361,154
0.05% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,585
shares
|
$358,938
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,556
shares
|
$357,726
0.03% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,968
shares
|
$333,142
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,956
shares
|
$332,640
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,956
shares
|
$332,640
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
7,532
shares
|
$314,912
0.34% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,357
shares
|
$307,596
0.09% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
7,030
shares
|
$293,924
0.22% of portfolio
|
Q4 2024
Reduced 26.23%
|